Savvy Advisors, Inc. Energy Sector Spdr Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,973 shares of XLE stock, worth $353,517. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,973

Previous 20,546 80.66%

Holding current value

$353,517

Previous $1.76 Million 78.91%

% of portfolio

0.04%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$85.7 - $93.96 $1.42 Million - $1.56 Million	-16,573 Reduced 80.66%	3,973 $371,000
Q4 2024 Feb 13, 2025	BUY	$83.32 - $97.27 $371,190 - $433,337	4,455 Added 27.69%	20,546 $1.76 Million
Q3 2024 Nov 05, 2024	BUY	$84.35 - $93.39 $797,613 - $883,095	9,456 Added 142.52%	16,091 $1.41 Billion
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $178,985 - $199,396	2,033 Added 44.18%	6,635 $605 Million
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $367,745 - $434,474	4,602 New	4,602 $435 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Energy Sector Spdr Transaction History